Legal issues
Structured Installment Sale - Updates
Friday, November 9th, 2007There are many things floating around the internet about the Structured Sale Annuity. Just like with anything on the internet, many of the comments and resources on the Structured Sale are not fact based and actually do a dis-service to sellers who are looking for solid ways to safely defer their capital gains taxes. […]
Structured sale legal and tax advice from Rob Wood - Read on…
Friday, June 29th, 2007Hello…
If you are a seller of an appreciated asset I hope the sales process is going well and you are on your way to choosing the right exit strategy for you!
If you are a professional advisor such as a CPA, Financial Planner, Real Estate Professional, Attorney, etc… you are on this page because you have […]
The Structured Sale as a Private Annuity Trust improved alternative…
Thursday, April 26th, 2007As you already know, the Private Annuity Trust or PAT is no longer a viable capital gains tax deferral tool. Why is this??
To cut to the chase… because the IRS saw through the PAT and realized that it was nothing more than a tool to allow the seller to take an asset from one pocket […]
Is the Structured Sale legal?? - Yes, and here’s why…
Friday, March 16th, 2007We have spoken to several sellers and professionals advisors lately who have mistakenly lumped the Structured Sale into the category that the Private Annuity Trust now falls into…
… NO LONGER VALID BY THE IRS AS A CAPITAL GAINS TAX DEFERRAL TOOL….
Well, before this completely wrong assertion causes sellers and professional advisors to look away from […]